Moseley Investment Management’s iShares Agency Bond ETF AGZ Stock Holding History

Moseley Investment Management’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,302	Closed	-$270K	–	167
2021 Q4	$270K	Sell	2,302 -789	-26%	-$92.9K	0.12%	157
2021 Q3	$367K	Sell	3,091 -186	-6%	-$22.1K	0.18%	119
2021 Q2	$388K	Sell	3,277 -211	-6%	-$24.9K	0.19%	116
2021 Q1	$411K	Sell	3,488 -125	-3%	-$14.8K	0.23%	104
2020 Q4	$432K	Sell	3,613 -239	-6%	-$28.8K	0.25%	95
2020 Q3	$466K	Sell	3,852 -187	-5%	-$22.7K	0.33%	77
2020 Q2	$489K	Sell	4,039 -519	-11%	-$62.6K	0.41%	67
2020 Q1	$550K	Sell	4,558 -265	-5%	-$31.3K	0.65%	51
2019 Q4	$557K	Sell	4,823 -5,147	-52%	-$597K	0.55%	55
2019 Q3	$1.16M	Buy	9,970 +2,243	+29%	+$260K	1.22%	27
2019 Q2	$890K	Buy	+7,727	New	+$880K	0.83%	38

Other funds holding AGZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWM

RKL Wealth Management Lancaster, Pennsylvania $1.11B AUM 18.99% 1-Year Est. Return

Moseley Investment Management's AGZ Position: Q1 2022 in Review

Moseley Investment Management sold out of iShares Agency Bond ETF (AGZ) in Q1 2022, closing a stake of 2,302 shares — an estimated $270K sold.

Moseley Investment Management first reported a position in AGZ in Q2 2019 and held it in 11 quarters. The position peaked at $1.16M in Q3 2019. 152 funds tracked by Wall St. Rank hold AGZ as of Q1 2022.

Moseley Investment Management reported no remaining iShares Agency Bond ETF position as of Q1 2022 after selling out during the quarter.
Moseley Investment Management sold 2,302 iShares Agency Bond ETF shares in Q1 2022, an estimated $270K.
Moseley Investment Management first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 11 quarters.
Moseley Investment Management's iShares Agency Bond ETF position peaked at $1.16M in Q3 2019.
152 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2022.

Based on Moseley Investment Management's 13F filing for Q1 2022, filed 21 Apr 2022.